Brady Share Discussion Threads

[muttleyrules] 20/3/2007 12:52

Money talks ...

[yachtmonster] 20/3/2007 11:52

It's my understanding that Robert Brady holds about a third of the shares. He's in his early fifties. I think BRY will remain listed for a while yet.

[muttleyrules] 20/3/2007 11:32

Pleased to see that BRY are delivering ... the dividend was totally unexpected and is very clear sign that short and long-term prospects are excellent. I don't think they would pay a divi if they didn't expect further major contract wins in 2007 and beyond. AIM stocks that start paying a dividend generally do extremely well. Although still a minnow for someone like SAP, at this price it would still be a steal.

[cyberian] 20/3/2007 10:05

Important now that we start to see some more contracts and the wording in the RNS is positive in this respect. Also they have pointed-out the size, integrity, and global reach of some recent contract wins.....plus the acceleration in a user being able to integrate the system much more rapidly than before. The latter is improving all the time according to the company and is a key priority which will more than reward itself by bringing forward income from new parties. Again as observed by others the cash-flow will now gather momentum and hopefully the trend in January '07 will become the norm! Guess the share price will consolidate a bit at current levels but my broker suggests that the MM's are appear fairly keen to accumulate stock around mid 60p levels. Maybe they have buyer(s) who are attracted to the company's growth potential and perhaps a buy-out by some major International software house who would be attracted by cross-selling into Brady's growing customer base. There is also the benefit of the increase in cash held (and growing at some pace) to offset against any a cash or share bid.

[fellowes2] 20/3/2007 08:13

I really dont think BRY will get that opportunity, I think they will be taken out by a competitor

[magnerita] 20/3/2007 08:10

agreed - strong results and the divi was not expected. Critical issue for 07 is to build this global sales and service organisation... but agreed every contract should push up the numbers and the Jan cash generation was impressive.

[fellowes2] 20/3/2007 08:09

Very strong results, but I think BRY will not remain listed for long IMO, this will be taken over.

[cyberian] 20/3/2007 07:40

Results are very strong with an important indication that the sales pipe-line is encouraging....every product sale now will push profitability higher, and cash balances. Critical that latter in 1 month of 2007 has gone up £632,000 to £5,549,000...also the initial dividend shows further confidence.
Market appears to view the results favourably and guess quite impressed with direction of company's prospects,strengthening sales force, and quite unbelievable cash generation so far this year. Again just wonder if this company will attract a buyer with global customer diversity and a robust product.

[cyberian] 19/3/2007 10:07

We might get a small jump tomorrow on the results, but more interesting to see IF any more contracts on "600" software etc. The latter and any hint that sales can grow further through '07 could create greater interest and further upward momentum in the share price over coming months. Guess the cash accumulation through this year will be very positive and company appears to account for its income recognition somewhat conservatively...not a bad thing.

[muttleyrules] 19/3/2007 10:04

Nice little run up but more to come ...

[muttleyrules] 14/3/2007 08:17

Results 20th March ... shares should continue to run up into them ...

[fellowes2] 13/3/2007 14:54

Added 20,000 shares today, spoke with Robert Brady at lunchtime and results within the next couple of weeks. Having looked at this in detail, BRY remains far too cheap even before the large Upgrades to come after results.

[muttleyrules] 12/3/2007 14:35

Agreed liquidity is not its strong point (its small and mgt own plenty) but the stock so cheap I don't worry about the spread ...

[muttleyrules] 09/3/2007 14:20

someone paying over 61 again ...

[muttleyrules] 09/3/2007 11:03

Bout time we saw a snap back ... expect results to be veru solid. Will confirm that 2007 numbers are underpinned ... if they announce any contracts with the numbers then we are looking at upgrades ... that will get the stock going as we haven't really seen material upgrades yet.

[cyberian] 09/3/2007 09:20

Looks fairly clear that MM's have little stock...SP had fallen back from low 60p levels on nothing...someone even paid 65p. Anyway the rise this morning evidences tight stock and good results/contracts should move us forward. Results were 21st March last year apparently.

[muttleyrules] 08/3/2007 07:43

This is not a quick buck story ... it's a long-term recovery story ... build a position and add on the dips ... if/when it gets taken out you won't have to worry about the spread!

[hubshank] 07/3/2007 23:00

I held this stock, it shot up v quickly after I bought it, I blinked and all of a sudden I'd lost it all. Ended up selling loads at a big loss - erked me no end. Still hold a few, couldn't really tell you how many. I like them and if I had some spare pennies, I'd buy some more. Will have to see what the next few weeks bring as to whether I have some more sparemoney to buy more or not. In short I'm a fan, just not a big poster

[muttleyrules] 07/3/2007 16:53

I've topped up.

[cyberian] 07/3/2007 16:08

Just two devout fans by the look of things...need more interest. Bought a few more at 59p and even 56p...prepared to wait well beyond results which should be rather good. Can't quite see why the fall-back from low 60p level, but maybe purely lack of buying interest, or MM's want to tempt some sellers to get stock on board. The MM's have been short of stock in the past and even called my broker to try to tease some away!

[muttleyrules] 07/3/2007 15:59

This company is just in a sweet spot now ... good product, customers flush with cash and signs ups coming through the door on a pretty regular basis. Hope that results will be accompanied by a few more contracts. A few more contracts, the cash pile rising and forecasts for 07 moving up ... then if the price was right ie substantially north of 100p that directors might be tempted to cash in.

[cyberian] 05/3/2007 15:15

Just added a few at 56p to see what happens...with results due soon and markets likely to calm it looks a good share price with a 6/12 month view. Sense we may see a bid if results are reasonable and £1.00 would be a bargain..trouble is whether directors/insiders would sell.

[muttleyrules] 28/2/2007 11:27

Another opp to get in below 60p